FIE Institutional Service Relationship Manager

At a Glance:

Statement of Interest: Yes 

Contact: Dominic Walsh

Shadow: Request Here

The Opportunity:

Fisher manages over $40 billion in global assets for foundations, pensions, corporations and other institutional clients.  Providing exceptional service to clients is essential to retaining, strengthening, and growing these relationships. 

As an FIE Institutional Client Service Relationship Manager (RM), you have the essential responsibility to ensure clients are being serviced. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, Research and the IPC to complete client requests. Within the first year you will become very familiar with Fisher’s investment philosophy and how it is implemented across numerous strategies, your communication skills will sharpen as you learn how to assess client needs, you will think creatively to solve problems, and learn to distill important information from many client sources. Non-English language skills are valued. 

The Day-to-Day:

• Lead portfolio reviews for clients and related stakeholders
• Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook
• Become the expert on your assigned clients and their investment goals
• Work with the Institutional ESG team to facilitate client co-engagement opportunities and drive ESG initiatives
• Anticipate and fulfill client requests, identify opportunities and threats for each client
• Identify cross-sell and addition opportunities for Sales Relationship Managers
• Create customised action plans for each client to strengthen relationships and minimise risks

Your Qualifications:

• A self-starter who understands the value of preparation;
• Committed to maintain quality of work while sticking to self-imposed timelines;
• Engaging and can communicate with a wide array of audiences by phone, email and in person and also values collaboration;
• Desiring to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies;
• Eager to collaborate with PMG, including Research and the IPC in servicing clients;
• Enjoy travelling;
• Have a track record of excellence in your current responsibilities;
• Investment Counsellor and/or Client Event experience is a plus.

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Dominic Walsh.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER